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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: JDN who wrote (100389)	3/6/2000 3:47:00 PM
From: Tony Viola	Respond to of 186894

JDN, a safe and sane Fourth of Juy post, on March 6th. I think that, just as Intel was paranoid about letting AMD (or Cyrix) make too large inroads in the sub-$1000 PC space, they don't want the masses to get too comfy with AMD now either. PC chips are still the boss for quite a while. I also think the new markets are very important also. We want it all! Tony

To: JDN who wrote (100389)	3/6/2000 4:01:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

JDN - Re: "Also, I think it very important that INTC always stick to the high road and avoid quick releases etc to win a "race" which frankly I think few care about." Intel is merely protecting its flanks. You talk about "How about remaking the company to face the new age in telecommunication and computing. " Well, Intel IS doing this - and they can only do this if it is financed by its existing profit-centers. And guess what they are? They are "only one" - CPUs - everything else is sold at marginal profits or at a loss - as far as accounting goes. If Intel allows its Cash Cow to get gored by AMD, profits will fall and you won't be so patient with Intel's multi-year transition into a more profitable area of business. And I think you can figure out what will happen to Intel's share price IF profits start falling. Paul